Marks Group Wealth Management

Latest statistics and disclosures from Marks Group Wealth Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Marks Group Wealth Management

Marks Group Wealth Management holds 293 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C (GOOG) 2.6 $27M +5% 162k 167.19
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Apple (AAPL) 2.3 $24M 103k 233.00
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Stryker Corporation (SYK) 1.8 $19M +3% 53k 361.26
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UnitedHealth (UNH) 1.7 $18M 31k 584.68
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Intercontinental Exchange (ICE) 1.6 $17M -2% 105k 160.64
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Visa Com Cl A (V) 1.5 $16M +3% 59k 274.95
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Republic Services (RSG) 1.5 $16M 79k 200.84
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FactSet Research Systems (FDS) 1.4 $15M +4% 32k 459.88
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Microsoft Corporation (MSFT) 1.3 $14M +2% 31k 430.30
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Meta Platforms Cl A (META) 1.3 $13M 23k 572.45
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Moody's Corporation (MCO) 1.2 $13M 28k 474.59
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Msci (MSCI) 1.2 $12M +6% 21k 582.93
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Roper Industries (ROP) 1.1 $12M +278% 21k 556.44
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salesforce (CRM) 1.0 $10M +5% 38k 273.70
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Emcor (EME) 1.0 $10M +2% 24k 430.53
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Parker-Hannifin Corporation (PH) 1.0 $10M 16k 631.82
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Eaton Corp SHS (ETN) 0.9 $9.9M +11% 30k 331.44
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Fair Isaac Corporation (FICO) 0.9 $9.9M -17% 5.1k 1943.52
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Brown & Brown (BRO) 0.9 $9.9M -4% 95k 103.60
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Caci Intl Cl A (CACI) 0.9 $9.9M 20k 504.56
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Copart (CPRT) 0.9 $9.8M +3% 188k 52.40
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Carlisle Companies (CSL) 0.9 $9.7M +2% 22k 449.75
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W.W. Grainger (GWW) 0.9 $9.7M 9.3k 1038.75
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Alcon Ord Shs (ALC) 0.9 $9.6M +562% 96k 100.07
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Fiserv (FI) 0.9 $9.6M -3% 54k 179.65
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Texas Roadhouse (TXRH) 0.9 $9.6M +5% 54k 176.60
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Itt (ITT) 0.9 $9.6M 64k 149.51
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Boston Scientific Corporation (BSX) 0.9 $9.5M 114k 83.78
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Air Products & Chemicals (APD) 0.9 $9.5M +2% 32k 297.74
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Leidos Holdings (LDOS) 0.9 $9.5M 58k 163.00
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Nvent Electric SHS (NVT) 0.9 $9.5M NEW 135k 70.26
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Accenture Plc Ireland Shs Class A (ACN) 0.9 $9.3M -4% 26k 353.49
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Curtiss-Wright (CW) 0.9 $9.3M NEW 28k 328.69
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Primerica (PRI) 0.9 $9.3M 35k 265.15
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Deckers Outdoor Corporation (DECK) 0.9 $9.2M +598% 58k 159.45
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Honeywell International (HON) 0.9 $9.1M +5% 44k 206.71
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S&p Global (SPGI) 0.9 $9.1M 18k 516.62
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Ingersoll Rand (IR) 0.9 $9.1M +2% 93k 98.16
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TJX Companies (TJX) 0.9 $9.1M 77k 117.55
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Icon SHS (ICLR) 0.9 $9.1M +12% 32k 287.31
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Watsco, Incorporated (WSO) 0.9 $8.9M +2% 18k 491.88
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Tractor Supply Company (TSCO) 0.9 $8.9M +2% 31k 290.93
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Ishares Tr Eafe Value Etf (EFV) 0.9 $8.9M +149% 155k 57.53
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Saia (SAIA) 0.8 $8.9M NEW 20k 437.26
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Broadridge Financial Solutions (BR) 0.8 $8.8M 41k 215.03
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Automatic Data Processing (ADP) 0.8 $8.7M 31k 276.73
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FTI Consulting (FCN) 0.8 $8.7M NEW 38k 227.56
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Arthur J. Gallagher & Co. (AJG) 0.8 $8.6M -4% 31k 281.37
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Franklin Electric (FELE) 0.8 $8.5M +4% 82k 104.82
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Marsh & McLennan Companies (MMC) 0.8 $8.5M 38k 223.09
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Darden Restaurants (DRI) 0.8 $8.5M +3% 52k 164.13
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Ametek (AME) 0.8 $8.5M +4% 50k 171.71
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Ss&c Technologies Holding (SSNC) 0.8 $8.5M -4% 115k 74.21
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Aon Shs Cl A (AON) 0.8 $8.5M +4% 25k 345.99
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Jacobs Engineering Group (J) 0.8 $8.4M +13% 64k 130.90
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Gra (GGG) 0.8 $8.4M +3% 96k 87.51
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Rb Global (RBA) 0.8 $8.3M -3% 104k 80.49
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Cigna Corp (CI) 0.8 $8.3M +3669% 24k 346.44
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Union Pacific Corporation (UNP) 0.8 $8.3M 34k 246.47
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Steris Shs Usd (STE) 0.8 $8.3M 34k 242.53
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General Dynamics Corporation (GD) 0.8 $8.2M +2% 27k 302.20
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Amdocs SHS (DOX) 0.8 $8.2M 94k 87.48
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Teledyne Technologies Incorporated (TDY) 0.8 $8.2M +2% 19k 437.66
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Iqvia Holdings (IQV) 0.8 $8.2M 35k 237.00
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Avery Dennison Corporation (AVY) 0.8 $8.2M +4% 37k 220.76
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.8 $8.1M +3% 172k 47.29
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Amazon (AMZN) 0.8 $8.0M +22% 43k 186.33
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Morningstar (MORN) 0.8 $8.0M 25k 319.12
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Toro Company (TTC) 0.8 $7.9M +2% 92k 86.73
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Ishares Tr Eafe Grwth Etf (EFG) 0.8 $7.9M -11% 74k 107.65
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Becton, Dickinson and (BDX) 0.8 $7.9M +3% 33k 241.10
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Canadian Pacific Kansas City (CP) 0.7 $7.4M +4% 86k 85.54
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Chipotle Mexican Grill (CMG) 0.6 $5.9M +90% 103k 57.62
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Paycom Software (PAYC) 0.6 $5.9M +168% 35k 166.57
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Cintas Corporation (CTAS) 0.5 $5.6M +315% 27k 205.88
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Intuitive Surgical Com New (ISRG) 0.5 $5.5M 11k 491.27
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Casey's General Stores (CASY) 0.5 $5.5M NEW 15k 375.71
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NVR (NVR) 0.5 $5.5M +4% 557.00 9812.00
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Thermo Fisher Scientific (TMO) 0.5 $5.5M -7% 8.8k 618.57
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IDEXX Laboratories (IDXX) 0.5 $5.1M +6% 10k 505.22
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Expeditors International of Washington (EXPD) 0.5 $4.9M -27% 38k 131.40
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $4.9M +2% 11k 460.26
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Cavco Industries (CVCO) 0.5 $4.8M +38% 11k 428.25
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Ishares Msci Emrg Chn (EMXC) 0.5 $4.8M +29% 78k 61.11
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JPMorgan Chase & Co. (JPM) 0.4 $4.3M 21k 210.86
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Donaldson Company (DCI) 0.4 $4.3M 59k 73.70
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Monster Beverage Corp (MNST) 0.4 $4.0M +73% 77k 52.17
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Ishares Tr Global Tech Etf (IXN) 0.4 $3.8M -19% 46k 82.53
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $3.7M 6.5k 573.78
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Dell Technologies CL C (DELL) 0.4 $3.7M -60% 31k 118.55
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TransDigm Group Incorporated (TDG) 0.3 $3.5M +317% 2.5k 1427.13
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Exxon Mobil Corporation (XOM) 0.3 $3.5M 30k 117.22
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Fastenal Company (FAST) 0.3 $3.4M 48k 71.42
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Astrazeneca Sponsored Adr (AZN) 0.3 $3.4M 44k 77.91
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Gartner (IT) 0.3 $3.2M +60% 6.3k 506.76
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Guggenheim Strategic Opportu Com Sbi (GOF) 0.3 $3.1M 196k 15.76
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Medtronic SHS (MDT) 0.3 $3.1M -71% 34k 90.03
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Verisk Analytics (VRSK) 0.3 $3.1M -27% 11k 267.96
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Edison International (EIX) 0.3 $3.0M 35k 87.09
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Goldman Sachs Physical Gold Unit (AAAU) 0.3 $3.0M 114k 26.02
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Autodesk (ADSK) 0.3 $2.9M +6% 11k 275.48
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NVIDIA Corporation (NVDA) 0.3 $2.8M +9% 23k 121.44
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Target Corporation (TGT) 0.3 $2.7M 17k 155.90
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $2.6M 15k 179.30
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $2.5M 24k 104.67
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Starbucks Corporation (SBUX) 0.2 $2.4M 25k 97.49
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Enbridge (ENB) 0.2 $2.4M 59k 40.61
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Comcast Corp Cl A (CMCSA) 0.2 $2.4M 57k 41.77
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United Parcel Service CL B (UPS) 0.2 $2.4M 17k 136.34
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Lamar Advertising Cl A (LAMR) 0.2 $2.4M +29% 18k 133.60
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Coca-Cola Company (KO) 0.2 $2.3M 33k 71.86
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SPS Commerce (SPSC) 0.2 $2.3M 12k 194.17
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International Business Machines (IBM) 0.2 $2.3M 10k 221.08
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Pool Corporation (POOL) 0.2 $2.3M +8% 6.1k 376.83
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Sap Se Spon Adr (SAP) 0.2 $2.3M -21% 10k 229.10
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Oracle Corporation (ORCL) 0.2 $2.3M 13k 170.41
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Duke Energy Corp Com New (DUK) 0.2 $2.3M 20k 115.29
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BlackRock (BLK) 0.2 $2.3M +21% 2.4k 949.60
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Ge Aerospace Com New (GE) 0.2 $2.3M +221% 12k 188.58
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Novo-nordisk A S Adr (NVO) 0.2 $2.2M 19k 119.06
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Us Bancorp Del Com New (USB) 0.2 $2.2M 48k 45.73
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Vanguard Index Fds Growth Etf (VUG) 0.2 $2.1M 5.5k 383.94
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $2.1M 3.00 691180.00
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Amgen (AMGN) 0.2 $2.0M 6.3k 322.19
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $2.0M 68k 29.48
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.2 $2.0M 231k 8.72
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Verizon Communications (VZ) 0.2 $2.0M 44k 44.91
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Genuine Parts Company (GPC) 0.2 $2.0M 14k 139.68
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $2.0M 21k 95.75
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.9M -6% 11k 173.67
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American Tower Reit (AMT) 0.2 $1.9M 8.1k 232.56
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Pimco Dynamic Income SHS (PDI) 0.2 $1.8M 90k 20.27
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Wells Fargo & Company (WFC) 0.2 $1.8M 31k 56.49
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Ishares Core Msci Emkt (IEMG) 0.2 $1.8M -54% 31k 57.41
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Ishares Gold Tr Ishares New (IAU) 0.2 $1.7M 35k 49.70
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Calamos Conv Opportunities & Sh Ben Int (CHI) 0.2 $1.7M 146k 11.64
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GSK Sponsored Adr (GSK) 0.2 $1.7M +3% 41k 40.88
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Sony Group Corp Sponsored Adr (SONY) 0.2 $1.7M -3% 17k 96.57
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Haleon Spon Ads (HLN) 0.2 $1.6M -21% 152k 10.58
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $1.6M +11% 1.9k 833.25
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Paychex (PAYX) 0.1 $1.6M -39% 12k 134.15
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Jack Henry & Associates (JKHY) 0.1 $1.5M -58% 8.7k 176.54
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.5M 2.9k 527.69
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Rivernorth Opprtunities Fd I (RIV) 0.1 $1.5M 115k 12.92
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Vanguard Index Fds Value Etf (VTV) 0.1 $1.5M 8.4k 174.57
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.5M 5.5k 263.82
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Rollins (ROL) 0.1 $1.4M +3% 28k 50.58
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Saba Capital Income & Oprnt Shs New (BRW) 0.1 $1.4M 186k 7.59
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Pimco High Income Com Shs (PHK) 0.1 $1.4M NEW 281k 5.00
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Texas Instruments Incorporated (TXN) 0.1 $1.4M 6.7k 206.57
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.4M 7.7k 179.16
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Hdfc Bank Sponsored Ads (HDB) 0.1 $1.4M +62% 22k 62.56
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Ameriprise Financial (AMP) 0.1 $1.3M 2.9k 469.81
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Gabelli Equity Trust (GAB) 0.1 $1.3M -48% 245k 5.49
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Huntington Ingalls Inds (HII) 0.1 $1.3M 5.0k 264.38
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Emerson Electric (EMR) 0.1 $1.3M 12k 109.37
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PIMCO Corporate Income Fund (PCN) 0.1 $1.3M NEW 92k 14.19
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Deere & Company (DE) 0.1 $1.3M 3.1k 417.33
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Pgim Short Duration High Yie (ISD) 0.1 $1.3M 94k 13.94
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Danaher Corporation (DHR) 0.1 $1.3M +5% 4.7k 278.02
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Linde SHS (LIN) 0.1 $1.3M -4% 2.7k 476.88
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Allspring Income Opportunit Inc Oppty Fd (EAD) 0.1 $1.3M 176k 7.13
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BlackRock Corporate High Yield Fund VI (HYT) 0.1 $1.2M 123k 10.06
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Relx Sponsored Adr (RELX) 0.1 $1.2M -4% 26k 47.46
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Wec Energy Group (WEC) 0.1 $1.2M 13k 96.18
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $1.2M +31% 109k 10.84
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Entergy Corporation (ETR) 0.1 $1.2M 8.9k 131.61
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Fidelity National Information Services (FIS) 0.1 $1.1M 14k 83.75
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Mastercard Incorporated Cl A (MA) 0.1 $1.1M 2.3k 493.78
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Unilever Spon Adr New (UL) 0.1 $1.1M +18% 17k 64.96
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BlackRock Credit All Inc Trust IV (BTZ) 0.1 $1.1M 98k 11.28
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CRH Ord (CRH) 0.1 $1.1M -4% 12k 92.74
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First Financial Corporation (THFF) 0.1 $1.1M -6% 24k 43.85
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.1M +3% 6.4k 165.85
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.0M +8% 1.8k 576.77
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.0M +5% 8.8k 116.96
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Brown Forman Corp CL B (BF.B) 0.1 $949k +7% 19k 49.22
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3M Company (MMM) 0.1 $945k 6.9k 136.70
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Johnson & Johnson (JNJ) 0.1 $926k 5.7k 162.06
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $918k -5% 17k 53.15
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Abbott Laboratories (ABT) 0.1 $893k 7.8k 114.02
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Manulife Finl Corp (MFC) 0.1 $885k -6% 30k 29.55
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Ishares Tr Glb Infrastr Etf (IGF) 0.1 $844k -2% 16k 54.43
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Shell Spon Ads (SHEL) 0.1 $819k +2% 12k 65.95
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $806k 3.4k 237.21
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Caterpillar (CAT) 0.1 $802k -8% 2.1k 391.12
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $777k 42k 18.50
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Heico Corp Cl A (HEI.A) 0.1 $767k -3% 3.8k 203.76
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Ferrari Nv Ord (RACE) 0.1 $738k +3% 1.6k 470.11
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Cbre Group Cl A (CBRE) 0.1 $737k 5.9k 124.48
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Kkr & Co (KKR) 0.1 $726k -10% 5.6k 130.58
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $719k 13k 57.22
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Thomson Reuters Corp. (TRI) 0.1 $709k -2% 4.2k 170.60
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Hilton Worldwide Holdings (HLT) 0.1 $705k +7% 3.1k 230.50
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Apogee Enterprises (APOG) 0.1 $700k 10k 70.02
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O'reilly Automotive (ORLY) 0.1 $697k 605.00 1151.60
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Sea Sponsord Ads (SE) 0.1 $681k +93% 7.2k 94.31
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Costco Wholesale Corporation (COST) 0.1 $677k 764.00 886.50
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MercadoLibre (MELI) 0.1 $671k +73% 327.00 2051.96
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Fomento Economico Mexicano S Spon Adr Units (FMX) 0.1 $668k -5% 6.8k 98.72
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Ufp Industries (UFPI) 0.1 $656k 5.0k 131.21
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $655k -8% 1.3k 488.07
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $648k -19% 6.1k 106.76
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Argenx Se Sponsored Adr (ARGX) 0.1 $639k 1.2k 542.08
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $621k 4.0k 154.02
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Shopify Cl A (SHOP) 0.1 $620k +5% 7.7k 80.14
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AtriCure (ATRC) 0.1 $594k 21k 28.04
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Walt Disney Company (DIS) 0.1 $590k 6.1k 96.19
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $587k 4.9k 120.37
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Home Depot (HD) 0.1 $586k -2% 1.4k 405.20
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First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $583k 4.4k 131.44
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $583k 1.9k 314.39
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Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $580k NEW 8.7k 66.35
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $578k 7.2k 80.37
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Pepsi (PEP) 0.1 $564k 3.3k 170.05
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Lloyds Banking Group Sponsored Adr (LYG) 0.1 $552k +89% 177k 3.12
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Xcel Energy (XEL) 0.1 $551k -21% 8.4k 65.30
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Procter & Gamble Company (PG) 0.1 $550k -10% 3.2k 173.20
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Micron Technology (MU) 0.1 $544k 5.2k 103.71
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Nuveen Minn Quality Mun Inm SHS (NMS) 0.1 $537k 42k 12.91
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Bhp Group Sponsored Ads (BHP) 0.1 $525k -4% 8.4k 62.11
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $516k 21k 24.49
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Rio Tinto Sponsored Adr (RIO) 0.0 $505k -5% 7.1k 71.18
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Markel Corporation (MKL) 0.0 $489k -2% 312.00 1568.58
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Amplify Etf Tr Amplify Etho Cli (ETHO) 0.0 $485k 8.1k 59.91
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CoStar (CSGP) 0.0 $471k -3% 6.2k 75.44
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Eli Lilly & Co. (LLY) 0.0 $470k -3% 531.00 885.18
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Vulcan Materials Company (VMC) 0.0 $467k 1.9k 250.43
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Rentokil Initial Sponsored Adr (RTO) 0.0 $452k -18% 18k 24.93
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Motorola Solutions Com New (MSI) 0.0 $441k 981.00 449.63
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Victory Portfolios Ii Core Intermediat (UITB) 0.0 $436k 9.1k 47.93
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Fifth Third Ban (FITB) 0.0 $431k -12% 10k 42.84
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $431k 1.1k 375.38
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Abbvie (ABBV) 0.0 $409k -3% 2.1k 197.48
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Nxp Semiconductors N V (NXPI) 0.0 $408k 1.7k 240.01
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Cisco Systems (CSCO) 0.0 $402k -5% 7.6k 53.22
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Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.0 $401k -9% 9.2k 43.43
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Tyler Technologies (TYL) 0.0 $389k -9% 667.00 583.71
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Martin Marietta Materials (MLM) 0.0 $381k +55% 707.00 538.25
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Merck & Co (MRK) 0.0 $378k -2% 3.3k 113.56
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $375k 887.00 423.12
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McDonald's Corporation (MCD) 0.0 $365k -7% 1.2k 304.51
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $356k 6.7k 52.81
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Lennar Corp Cl A (LEN) 0.0 $355k 1.9k 187.48
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Proto Labs (PRLB) 0.0 $354k -2% 12k 29.37
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First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.0 $349k 4.0k 87.34
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Tesla Motors (TSLA) 0.0 $334k -83% 1.3k 261.63
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Select Sector Spdr Tr Energy (XLE) 0.0 $333k -4% 3.8k 87.81
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CommVault Systems (CVLT) 0.0 $333k 2.2k 153.85
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Adobe Systems Incorporated (ADBE) 0.0 $330k -85% 637.00 517.78
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Zto Express Cayman Sponsored Ads A (ZTO) 0.0 $329k -5% 13k 24.77
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Arch Cap Group Ord (ACGL) 0.0 $323k +4% 2.9k 111.88
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Live Nation Entertainment (LYV) 0.0 $321k -3% 2.9k 109.49
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Wal-Mart Stores (WMT) 0.0 $319k -11% 4.0k 80.75
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Ambev Sa Sponsored Adr (ABEV) 0.0 $319k +28% 131k 2.44
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Spdr Gold Tr Gold Shs (GLD) 0.0 $306k 1.3k 243.06
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P T Telekomunikasi Indonesia Sponsored Adr (TLK) 0.0 $305k +21% 15k 19.77
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Credicorp (BAP) 0.0 $304k -5% 1.7k 181.00
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Chevron Corporation (CVX) 0.0 $295k -4% 2.0k 147.22
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Charles Schwab Corporation (SCHW) 0.0 $292k -5% 4.5k 64.81
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Domino's Pizza (DPZ) 0.0 $285k -2% 663.00 430.14
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Veeva Sys Cl A Com (VEEV) 0.0 $274k NEW 1.3k 209.87
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Bank of America Corporation (BAC) 0.0 $274k -14% 6.9k 39.68
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NetApp (NTAP) 0.0 $273k 2.2k 123.51
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $273k -4% 835.00 326.73
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Genmab A/s Sponsored Ads (GMAB) 0.0 $267k 11k 24.38
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CarMax (KMX) 0.0 $266k -4% 3.4k 77.38
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Canadian Natl Ry (CNI) 0.0 $266k -5% 2.3k 117.18
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Strategic Trust Running Gwth Etf (RUNN) 0.0 $263k +11% 7.9k 33.43
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Gxo Logistics Incorporated Common Stock (GXO) 0.0 $260k 5.0k 52.07
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Intel Corporation (INTC) 0.0 $259k -74% 11k 23.46
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Ge Vernova (GEV) 0.0 $254k NEW 995.00 255.00
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $252k NEW 5.3k 47.85
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Ishares Tr Us Infrastruc (IFRA) 0.0 $248k 5.3k 46.97
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.0 $247k NEW 2.5k 98.07
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Freeport-mcmoran CL B (FCX) 0.0 $246k +6% 4.9k 49.92
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Sba Communications Corp Cl A (SBAC) 0.0 $244k -6% 1.0k 240.70
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Fortrea Hldgs Common Stock (FTRE) 0.0 $240k 12k 20.00
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Goldman Sachs (GS) 0.0 $238k 480.00 495.11
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Modine Manufacturing (MOD) 0.0 $237k NEW 1.8k 132.79
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Microchip Technology (MCHP) 0.0 $235k 2.9k 80.29
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Marriott Intl Cl A (MAR) 0.0 $234k 941.00 248.60
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $231k 16k 14.69
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Anthem (ELV) 0.0 $229k 441.00 520.00
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Progressive Corporation (PGR) 0.0 $223k -31% 878.00 253.76
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General Mills (GIS) 0.0 $217k NEW 2.9k 73.85
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Select Sector Spdr Tr Technology (XLK) 0.0 $213k -23% 945.00 225.76
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $209k NEW 1.7k 119.70
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Netflix (NFLX) 0.0 $208k NEW 293.00 709.29
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Natera (NTRA) 0.0 $206k NEW 1.6k 126.95
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Ccc Intelligent Solutions Holdings (CCCS) 0.0 $138k +17% 13k 11.05
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Mizuho Financial Group Sponsored Adr (MFG) 0.0 $136k NEW 33k 4.18
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Natwest Group Spons Adr (NWG) 0.0 $96k NEW 10k 9.36
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Past Filings by Marks Group Wealth Management

SEC 13F filings are viewable for Marks Group Wealth Management going back to 2019

View all past filings